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Charles Schwab
SCHW

Overview Fund Activity

2,000 hedge funds and large institutions have $117B invested in Charles Schwab in 2025 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 877 increasing their positions, 659 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,000
Holders Change
+36
Holders Change %
+1.83%
% of All Funds
27.17%
Holding in Top 10
87
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.47%
% of All Funds
1.18%
New
214
Increased
877
Reduced
659
Closed
137
Calls
$1.49B
Puts
$1.71B
Net Calls
-$221M
Net Calls Change
+$676M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.74B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.55B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.44B
4
BlackRock
BlackRock
New York
+$1.41B
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.04B

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$14.5B
2
Coatue Management
Coatue Management
New York
-$334M
3
Marshall Wace
Marshall Wace
United Kingdom
-$252M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$235M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
Flossbach Von Storch
26
Flossbach Von Storch
Germany
$846M +$5.99M +76,568 +0.7%
UBS Group
27
UBS Group
Switzerland
$794M +$382M +4,876,163 +93%
Ameriprise
28
Ameriprise
Minnesota
$765M +$3.07M +39,232 +0.4%
Charles Schwab
29
Charles Schwab
California
$733M +$95.8M +1,224,400 +15%
TIM
30
Thornburg Investment Management
New Mexico
$706M -$27.2M -34,792 -4%
Legal & General Group
31
Legal & General Group
United Kingdom
$679M +$51.7M +659,932 +8%
AIM
32
Allen Investment Management
New York
$643M -$2.23M -28,453 -0.3%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$620M +$385M +4,915,834 +164%
Goldman Sachs
34
Goldman Sachs
New York
$615M -$34.9M -445,257 -5%
Lazard Asset Management
35
Lazard Asset Management
New York
$581M -$2.35M -29,992 -0.4%
BAMCO Inc
36
BAMCO Inc
New York
$566M +$496K +6,340 +0.1%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$540M +$30.6M +390,644 +6%
Millennium Management
38
Millennium Management
New York
$536M +$70.9M +906,293 +15%
RCG
39
Ruane, Cunniff & Goldfarb
New York
$529M -$11.1M -142,105 -2%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$527M +$23.1M +296,462 +5%
Principal Financial Group
41
Principal Financial Group
Iowa
$513M +$14.1M +180,099 +3%
Brown Advisory
42
Brown Advisory
Maryland
$505M +$138M +1,757,720 +37%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$453M +$27.5M +351,198 +6%
Amundi
44
Amundi
France
$451M +$103M +1,378,805 +30%
NL
45
Nuveen LLC
North Carolina
$441M +$441M +5,629,779 New
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$429M +$48.8M +623,113 +13%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$415M +$400M +5,104,063 +2,657%
Ensign Peak Advisors
48
Ensign Peak Advisors
Utah
$414M -$34.6M -441,379 -8%
Deutsche Bank
49
Deutsche Bank
Germany
$401M -$11.6M -148,220 -3%
Boston Partners
50
Boston Partners
Massachusetts
$384M +$384M +4,904,611 New
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